Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-11,288
Closed -$182K 1520
2016
Q4
$182K Buy
+11,288
New +$182K 0.02% 973
2014
Q1
Sell
-17,003
Closed -$226K 680
2013
Q4
$226K Sell
17,003
-7,997
-32% -$106K 0.04% 332
2013
Q3
$392K Buy
+25,000
New +$392K 0.06% 225